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Financial Planning September 1, 2006 Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it.  |
Financial Planning November 1, 2005 Donald Jay Korn |
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk.  |
The Motley Fool January 13, 2007 Doug Short |
Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box.  |
Financial Planning November 1, 2006 Mark Thurston |
Alive and Well Naysayers may be down on international stocks, but they remain an important part of a diversified portfolio strategy.  |
Financial Planning September 1, 2009 Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.  |
Financial Advisor October 2005 David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note.  |
Financial Planning September 1, 2009 Geoff Considine |
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide.  |
Registered Rep. March 1, 2008 Stan Luxenberg |
To Heck With Modern Portfolio Theory Are investors overdoing their foreign exposure? No, according to a growing number of financial advisors, who urge investors to put 30 percent to 50 percent of assets abroad.  |
Financial Planning July 1, 2012 Craig L. Israelsen |
Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature.  |
Financial Planning August 1, 2006 Scott A. Leonard |
The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better.  |
Financial Advisor November 2006 Eric Uhlfelder |
Foraging For Funds Abroad Here's what to consider when selecting international funds for your financial advisory clients.  |
Investment Advisor January 2006 Callahan & Howard |
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.  |
The Motley Fool March 4, 2008 Todd Wenning |
Stocks Worth Searching For These gems aren't easy to find, but they're worth the struggle.  |
The Motley Fool January 20, 2006 Doug Short |
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.  |
On Wall Street October 1, 2013 Jeff Tjornehoj |
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers.  |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.  |
Investment Advisor January 2008 Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.  |
Financial Planning November 1, 2010 Roddy Marino |
Investors Without Borders How many of your clients benefited from these rallies in far away places? If you think your clients are content to be invested only in domestic securities, think again.  |
Financial Planning April 1, 2008 Craig L. Israelsen |
Seeking Stability Building a tough, strong, resilient and stable retirement portfolio is, very simply, what every retiree wants to do. What is the optimum allocation model to sustain this stability for clients?  |
The Motley Fool November 2, 2006 Dan Caplinger |
Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor.  |
Real Estate Portfolio Sep/Oct 2002 Jack McAllister |
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution.  |
Investment Advisor January 2006 Kathleen M. McBride |
Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional.  |
Real Estate Portfolio Jul/Aug 2007 Erin Corcoran |
Shining Stars New research helps drive home a simple fact: when it comes to delivering performance, stability, and portfolio diversification, no part of the stock market even comes close to REITs.  |
Financial Advisor August 2009 Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.  |
The Motley Fool December 7, 2010 Michael Johnston |
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough?  |
Financial Planning September 1, 2005 Horn & Sturiale |
Do Your Investments Play Nice? Advisers and consultants spend a great deal of time helping retirement plan clients construct investment portfolios. Here's a quantitative look at diversification using the Schwab Portfolio Diversification Measure.  |
Investment Advisor January 2010 James Damschroder |
Delivering Diversification An approach that parses diversification from the rubric of risk gives advisors a new element of control.  |
Financial Planning March 1, 2010 Craig L. Israelsen |
A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers.  |
The Motley Fool June 23, 2005 Nathan Slaughter |
Take Your Portfolio on Vacation Even the most ardent patriot should consider non-American stocks. Many investors have been conditioned to fear anything that exists beyond their borders. Sometimes, though, you may actually like what you find.  |
Financial Advisor September 2009 Raymond Fazzi |
A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios.  |
Financial Planning June 1, 2005 Craig L. Israelsen |
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market.  |
Financial Planning October 1, 2011 Craig L. Israelsen |
Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010.  |
Financial Planning October 2, 2007 Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.  |
The Motley Fool July 9, 2010 |
The 5-Minute Guide to Allocating Your Assets How to choose between stocks and bonds, small caps and large caps ... our Rule Your Retirement team created these three model portfolios, which you can use as a starting point for cooking your own investment soup.  |
Financial Planning March 1, 2005 Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.  |
Financial Planning October 1, 2010 Craig L. Israelsen |
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009.  |
Financial Planning December 1, 2006 Carpenter & Veres |
Rethinking the World Global economic changes are demanding a more sophisticated evaluation of your financial advisory clients' portfolio allocations.  |
Investment Advisor March 2008 Robert F. Keane |
Slow and Steady Wins the Race A profile of Ian Yankwitt, whose Tortoise Asset Management isn't for clients looking to make a quick buck, but for those willing to take their time and do it right, it can get them to the finish line in style.  |
On Wall Street February 1, 2013 Matthew Lemieux |
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.  |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.  |
Financial Advisor June 2004 Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?  |
The Motley Fool April 29, 2005 Bill Barker |
Using a Chimp to Improve Your Returns Jeremy Siegel's constant posits that annual real returns for the stock market over the long term will always be 6.5% to 7% per year. But there's a way for you to improve on that.  |
Financial Planning December 1, 2005 Donald Jay Korn |
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners.  |
Financial Advisor March 2010 Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.  |
On Wall Street September 1, 2010 Tim Knepp |
Lost (and Found) In Translation The returns received from more traditional foreign stock investments, not to mention the stocks of U.S. multi-nationals, will no doubt remain heavily influenced by the dynamic of foreign exchange.  |
Financial Planning January 5, 2008 Craig L. Israelsen |
Stay Low Maintaining a low correlation among a portfolio's assets in the distribution phase can help avoid potentially devastating losses.  |
On Wall Street October 1, 2008 Tim Knepp |
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets.  |
Financial Advisor December 2009 Alan Lavine |
Betting On Currency Some advisors think investors may benefit by adding currency positions; others aren't sure.  |
Financial Planning February 1, 2010 Craig L. Israelsen |
It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future?  |
Financial Advisor January 2005 Alyn Ackermann |
International Rules Financial professionals look to international equities for earnings growth. The correlation between U.S. markets and larger companies in developed markets, and large-cap corporations around the world, has steadily increased in recent years.  |